Long-term investor
Vested Financial Planning, LLC @vestedfinancialplanningl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044679).
Record
- Tracked since 2025-06-30 (486 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.6% · 1 year -19.2% · all -19.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 31.3% · long · since 2025-09-30
- 25434V880 · 14.3% · long · since 2025-09-30
- 922908363 · 12.0% · long · since 2025-09-30
- 464288158 · 6.1% · long · since 2026-09-30
- 25434V872 · 5.5% · long · since 2025-09-30
- 922907746 · 4.7% · long · since 2025-09-30
- 78463X889 · 4.6% · long · since 2025-09-30
- 922908652 · 2.7% · long · since 2025-09-30
- 25434V849 · 2.4% · long · since 2025-09-30
- AAPL · 2.0% · long · since 2025-09-30
- 25434V575 · 1.7% · long · since 2025-09-30
- 78463X509 · 1.6% · long · since 2025-09-30